Do you want to work at a vibrant financial planning, mortgage broking and legal business? We may have the opportunity you've been looking for...

Our Financial Planning, Lending and Legal teams work together to provide a fresh approach to our clients' finances - so they can create, maintain & protect the lifestyle they want.

We need an experienced Financial Planning Assistant or Client Services Manager to support our growing team. Someone who is looking for a long-term opportunity to entrench themselves into our culture and gets satisfaction from doing everything they can to ensure clients have a positive experience. Someone who really wants to own the role and help continually improve processes, and the business over time.

The role is diverse and we love to reward hard work, so there's always the opportunity for development and personal growth. Think ongoing training, wellness programs, opportunities to give back and social events!

A Snippet Of The Role:

Supporting our Financial Planning team with their recommendations including quotations, preparing application forms, assisting with proposals and client reviews etc.

Managing the implementation of advice including lodging applications and liaising with a variety of financial services providers to get the job done

Speaking with clients to arrange meetings, handling their queries and providing them with updates on their plans and financial position

Being the go-to person for all process and admin matters

Managing our database to ensure it's up-to-date and well-organised

General office and ad hoc duties. No two days are the same.

Are You

Experienced within the Financial Planning industry (2 years minimum is preferable) with a strong understanding of the process?

Choice Capital is the trading name of Choice Capital Mortgages Pty Ltd. ABN: 73 158 355 423 Australian Credit Licence: 392127 and Choice Financial Advisors Pty Ltd. ABN:83 086 835 832 Australian Financial Services Licence: 324987.
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